Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intellectus Partners, LLC (CIK 1677253) reported $489.9M across 285 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSLA ($25.2M, 5.14%), AMZN ($19.0M, 3.87%), GOOG ($18.4M, 3.76%), META ($13.9M, 2.84%), NVDA ($12.7M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $25.2M | 5.14% | 67,668 | Added |
| 2 | AMZN | AMAZON COM INC | $19.0M | 3.87% | 91,138 | Trimmed |
| 3 | GOOG | ALPHABET INC | $18.4M | 3.76% | 64,156 | Trimmed |
| 4 | META | META PLATFORMS INC | $13.9M | 2.84% | 24,330 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $12.7M | 2.59% | 72,784 | Added |
| 6 | MU | MICRON TECHNOLOGY INC | $12.3M | 2.50% | 36,291 | Trimmed |
| 7 | PZINX | ADVISORS SER TR | $11.5M | 2.36% | 215,504 | Trimmed |
| 8 | FDD | FIRST TR EXCHANGE-TRADED FD | $9.8M | 2.01% | 553,018 | Trimmed |
| 9 | CCJ | CAMECO CORP | $8.9M | 1.83% | 82,350 | Trimmed |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $8.3M | 1.69% | 56,645 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $7.8M | 1.59% | 20,981 | Added |
| 12 | GOOGL | ALPHABET INC | $7.2M | 1.47% | 25,116 | Added |
| 13 | GS | GOLDMAN SACHS GROUP INC | $7.0M | 1.43% | 8,275 | Trimmed |
| 14 | KLAC | KLA CORP | $6.4M | 1.31% | 4,351 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $5.9M | 1.21% | 30,099 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $5.8M | 1.19% | 19,817 | Added |
| 17 | DSL | DOUBLELINE INCOME SOLUTIONS | $5.0M | 1.02% | 461,897 | Added |
| 18 | FCX | FREEPORT MCMORAN INC | $4.6M | 0.95% | 78,757 | Added |
| 19 | AAPL | APPLE INC | $4.6M | 0.94% | 18,174 | Added |
| 20 | DBL | DOUBLELINE OPPORTUNISTIC CR | $4.1M | 0.84% | 281,849 | Trimmed |
| 21 | XLE | SELECT SECTOR SPDR TR | $4.1M | 0.83% | 66,650 | Added |
| 22 | RKLB | ROCKET LAB CORP | $4.1M | 0.83% | 63,485 | Trimmed |
| 23 | LMT | LOCKHEED MARTIN CORP | $4.1M | 0.83% | 6,750 | Trimmed |
| 24 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.0M | 0.82% | 76,470 | Added |
| 25 | BCX | BLACKROCK RES & COMMODITIES | $3.9M | 0.80% | 323,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31